See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,459 | $167,307-73.4% | $143,757-69.1% | $134,475-66.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.59% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,624 | $5,619-71.1% | $4,951-67.2% | $4,740-65.7% |
| Participant deferral / active EE | $3,618 | $6,446-43.9% | $5,637-35.8% | $6,400-43.5% |
| Admin fee / account holder | $167 | $18,088-99.1% | $14,673-98.9% | $11,426-98.5% |